Tags in Turvo

Tags in Turvo are a powerful tool to help organize shipments based on varying statuses, needs, or issues. Many tags in Turvo are system-generated, meaning they are applied to shipments automatically when they meet specific criteria, so you don't have to remember to add the tags yourself. You also have the ability to create tags specific to your tenant. Your organization can come up with a list of specific tags to start adding to your shipments for better organization. 

The following article covers the different types of tags, and some ideas on usage to set you and your organization up for success.

Types of Turvo tags

System-generated tags

System-generated tags appear automatically as shipments meet specific criteria, so Turvo does the tagging work for you! Below is a list of all automatically-applied tags and the shipment phase they correspond with:

Plan phase

  • #NeedsCover: Shipments in plan phase with no carrier, sorted by earliest pickup date/time.
  • #NeedsAppointment: Shipments in plan or ship phase with a missing pickup/delivery date or time, sorted by earliest pickup date.
  • #NeedsDispatch: Covered shipments in plan phase with pickup date of today, sorted by earliest pickup time.

Ship phase

  • #NeedsPickup: Shipments in Dispatched status that have not reached the first pickup location, sorted by earliest pickup date/time.
  • #ApproachingLate: Shipments in the plan or ship phase when the estimated time to the next stop is longer than the threshold set in the customer's setting profile (less strict than #RunningLate threshold).
  • #RunningLate: Shipments in plan or ship phase when the estimated time to the next stop is longer than the threshold that is set in the customer's settings profile (more strict than #ApproachingLate threshold).
  • #NeedsUpdate: Shipments in ship phase with last updated time more than 24 hours ago, sorted by oldest last update date/time.
  • #NeedsDelivery: Shipments in ship phase with at least one pickup complete, but not all deliveries complete.

Bill phase

  • #NeedsPOD: Shipments in Route complete, Ready for billing, or Processing status with missing BOL/POD, sorted by earliest delivery date.
  • #HasDocs: Shipments in Route complete, Ready for billing, or Processing status with BOL/POD added.
  • #NeedsDocs: Shipments in Route complete, Ready for billing, or Processing status with missing POD/BOL from one or more customers on the shipment, sort by earliest delivery date.
  • Protip: Turvo also offers the billing status feature, which operates similarly to these tags, indicating the progress of customer and carrier invoicing on a shipment. This feature can be used as an alternative to or in conjunction with these tags. See our Understanding your shipment's billing status article to learn more about billing statuses.

Important note: For all document types, the Account (optional) field is required even when the description indicates that the field is “optional.” You must include an account in the Account field to progress the shipment.

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  • #HasPOD: Shipments in Route complete, Ready for billing, or Processing status with POD added.
  • #ReadyToInvoice: Shipments in Ready for billing or Processing status with BOL/POD, but missing customer invoice, sorted by earliest delivery date.
  • #A/R: Shipments with customer invoice but customer payment not marked paid, sorted by closest due date.
  • #CustomerPaid: Shipments in Ready for billing or Processing or Completed status with customer payment marked paid, sorted by most recent paid date.
  • #NeedsInvoice: Shipments in Delivered (last stop), Ready for billing, or Processing with missing invoices, sorted by earliest delivery date.
  • #NeedsCarrierInvoice: Shipments in Delivered (last stop), Ready for billing, or Processing status with missing carrier invoice, sorted by earliest delivery date.
    Note: Can also be tagged as #NeedsInvoice.
  • #A/P: Shipments with carrier invoice but carrier payment not marked paid, sorted by closest due date.
  • #CarrierPaid: Shipments in Ready for billing or Processing or Completed status with carrier payment marked paid, sorted by most recent paid date.
  • #issue: Automatically added to a shipment if a user manually deletes an auto-generated invoice.

Tenant-created tags

Turvo users have the freedom to use whatever tags they like; that's one of the biggest benefits to #Tags in Turvo! We recommend a few best practices when it comes to getting the most out of tags:

  1. Implement tags in a thoughtful and standardized manner. Tags are only useful if they are used consistently, so have a standard procedure in place that covers:
    1. Making sure it (or an equivalent) doesn’t already exist. 
    2. Establishing the best word or phrase for the tag.
    3. Double-checking that the word or phrase is spelled correctly.
  2. Communicate tags to users. While different teams may use different tags, all tags should be universally understood. Make sure everyone is on board and up to date on tag application.
  3. Be creative! Tags don’t exist to create more work; they exist to make work easier. Think about how tags can solve problems for your team. Maybe your company has a short-term issue affecting multiple shipments. Maybe you need a sub-status for a shipment that isn’t standard in Turvo. Think ahead to any way of identifying shipments that you may need to refer to later.

For more information about how to create, delete, configure, and manage tags, see the How to manage tags* article in the Turvo Help Center. 

*Note: The tags manager is only available to Admin users.

Turvo also has a few standard use cases for specific tags that are recognized in our system:

  • #HotShipments or #HotOrders: The shipment or order is urgent or has extenuating circumstances which makes it more important than others. For example, shipments/orders that have big penalties if delivered behind schedule, shipments/orders being shipped to important customers/recipients, etc.
  • #issue: When there is a complication along the route that needs to be investigated (also see above for when this tag is automatically applied as a system tag--only for auto-invoicing customers).
  • #claim: Can be manually added when you'd like to prevent an auto-generated invoice from sending to your customer.
  • #Missing[DocType]: The shipment is missing a specific document type upon reaching specified status configured in a Missing Docs Autopilot rule. Where the #NeedsDocs tag is used for shipments in the Billing phase and orders in any status, #Missing[DocType] tags are used for shipments in any status. Learn more about both tags in our Autopilot: Automatically apply #Missing[DocType] tags and exceptions to shipments and Autopilot: Automatically apply #NeedsDocs tags to orders with missing documents articles.

Any shipments that have a tenant-created tag added will have a tag icon added to the top right corner of the shipment.

Tag_icon.png

Note: System-generated tags will not have a tag icon indicator on shipments. 

Adding & using tags

Adding tags

You can add new and existing tags to a shipment by clicking the FAB (or Fast Action Button) in the bottom right corner, and then selecting Tag

FAB_Tag.gif

To add an existing tag, start  typing into the Tag field, and any previously used tags will appear toward the top of the list.

If the tag does not exist, there will be an option to create a New tag. Once you have added the relevant tag (or tags), click SAVE to finish.

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Finding and using tags

There are a few ways you can find tags once they've been created and added to a shipment: 

Searching via the search bar

The first and most-used method in Turvo is by searching in the search bar. As you begin typing, any relevant results will populate. 

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To narrow your search to include only tags, you can select Tags from the list of available categories.

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Filtering shipments

You can also filter for tags from your shipments list. Hover over the left navigation and select Shipments, then click the filter icon on the right side of the page.

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Once in the filtering modal, enter the tag you'd like to search for in the Tags field.

Tags_filter.png

Shipments list view

Tags can also be viewed in the shipment list view in its own column.*

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If this column is not enabled in your view, click the three vertical dots on the right side of the shipment list to select Tags from the list.

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*Note: System-generated tags do not appear in the Tags column.

Tag dashboard cards

If you need a bird’s-eye view to watch over multiple tags at the same time, you can create custom dashboard cards in Turvo. Each dashboard card can hold up to five tags, and each tag is a clickable link.

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For more information on setting up and using tag dashboard cards, see the Order tags dashboard card and the Shipment tags dashboard card articles in the Turvo Help Center.

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